Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.036 | 0 | 72 |
| 1 month | -0.007 | 0 | 34 |
| 3 months | -0.071 | 0 | 73 |
| 1 year | 0.000 | 0 | 89 |
| 3 years | 0.025 | 0 | 72 |
| 5 years | 0.055 | 0 | 65 |
| 10 years | 0.060 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.083 | — |
| 2022 | -0.116 | — |
| 2021 | 0.144 | — |
| 2020 | 0.118 | — |
| 2019 | 0.234 | — |
| 2018 | -0.080 | — |
| 2017 | 0.088 | — |
| 2016 | 0.129 | — |
| 2015 | 0.080 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | 0.040 | 0.040 | -0.010 | 0.003 |
| 2023 | 0.024 | 0.004 | -0.014 | 0.068 |
| 2022 | -0.044 | -0.088 | -0.011 | 0.026 |
| 2021 | 0.006 | 0.063 | 0.019 | 0.050 |
| 2020 | -0.098 | 0.140 | 0.024 | 0.062 |
| 2019 | 0.097 | 0.058 | 0.043 | 0.019 |
| 2018 | -0.053 | 0.074 | 0.008 | -0.103 |
| 2017 | 0.042 | 0.019 | 0.004 | 0.020 |
| 2016 | -0.009 | 0.034 | 0.086 | 0.014 |
| 2015 | 0.085 | -0.040 | -0.033 | 0.072 |
| 2014 | 0.018 | 0.035 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.000 |
| 3 years | 0.025 |
| 5 years | 0.055 |
| 10 years | 0.060 |